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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Autonomous Trucks Are Here: Einride’s 27% Revenue Jump
FreightWaves9d agobullish
Autonomous Trucks Are Here: Einride’s 27% Revenue Jump

Autonomous trucking is moving from pilot talk to real freight ops. Einride CEO Roozbeh Charli breaks down 27% revenue growth, a 60% jump in driverless hours, the Amazon middle-mile rollout, and the plan for 500 Tesla Semis on its platform. The conversation gets into what matters for carriers and fleet operators: where autonomous trucks actually […] The post Autonomous Trucks Are Here: Einride’s 27% Revenue Jump appeared first on FreightWaves.

Why Nvidia says its AI partnerships aren't 'circular financing'
Yahoo Finance Video9d agobullishVIDEO
Why Nvidia says its AI partnerships aren't 'circular financing'

Nvidia (NVDA) delivered another blockbuster quarter, beating Wall Street's expectations as demand for AI infrastructure continues to surge. But amid growing scrutiny over Nvidia's investments in AI companies and data-center projects, questions about "circular financing" have taken center stage. On Nvidia's earnings call, CFO Colette Kress pushed back on that characterization, explaining why the chipmaker views its partnerships and investments as strategic opportunities, not simply a way to finance.

Investing.com9d agobullish
Amazon and Nvidia expand AI partnership with 2 million GPUs

Investing.com -- Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The companies plan to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure in 2027-2028.

Salesforce Stock Surges on Solid Earnings, Expanded Anthropic Partnership
Barrons.com9d agobullish
Salesforce Stock Surges on Solid Earnings, Expanded Anthropic Partnership

Salesforce reported better-than-expected quarterly earnings on Wednesday, shaking off worries about artificial-intelligence tools disrupting its business. Just as importantly, the software company announced an expanded partnership with Anthropic that the two companies call Claudeforce. As part of the collaboration, Anthropic will integrate Salesforce’s customer-relationship-management system into its Claude chatbot, allowing humans and AI agents to access Salesforce data and functions through a plugin.

Amazon to Buy 2 Million Nvidia Chips for Data Center Build-Out
Bloomberg9d agobullish
Amazon to Buy 2 Million Nvidia Chips for Data Center Build-Out

Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware leader’s products despite its own competitive chipmaking efforts.

Veeva Systems’s (NYSE:VEEV) Q2 CY2026 Sales Top Estimates, Stock Soars
StockStory9d agobullish
Veeva Systems’s (NYSE:VEEV) Q2 CY2026 Sales Top Estimates, Stock Soars

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 17.6% year on year to $928 million. Guidance for next quarter’s revenue was better than expected at $933.5 million at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $2.35 per share was 5.8% above analysts’ consensus estimates.

Investing.com9d agobullish
Synopsys shares fall despite earnings beat and raised 2026 outlook

Investing.com --Synopsys shares fell in extended trading on Wednesday despite the chip-design software maker delivering third-quarter results above Wall Street expectations and raising its full-year outlook, as investors appeared to focus on the limited upside in its latest forecasts.